See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,810 | $171,865-64.0% | $149,718-58.7% | $147,584-58.1% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 20.54% | 2113.22%-2092.7pp | 1501.63%-1481.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $438 | $6,275-93.0% | $5,445-92.0% | $4,876-91.0% |
| Participant deferral / active EE | $2,733 | $7,271-62.4% | $6,569-58.4% | $5,439-49.8% |
| Admin fee / account holder | $162 | $13,799-98.8% | $11,283-98.6% | $10,885-98.5% |